Jason applies years of market experience to the management and oversight of client portfolios. His focus is on making complex analyses clear and actionable. Before joining Sawmill, Jason worked extensively with families and foundations providing portfolio construction and investment analysis at J.P. Morgan Private Bank. He also served as an investment manager research analyst for Ameriprise Financial’s $588B advisory business. His prior training and service in U.S. Army Military Intelligence Corps in the Middle East brings unique perspective to the Sawmill team.

Education:

University of Miami, M.S. Finance
University of Minnesota – Duluth, B.B.A. Financial Markets
Defense Language Institute, A.A. Persian-Farsi

Designations:

Chartered Financial Analyst (CFA)
Chartered Alternative Investment Analyst (CAIA)

Professional Activities:

University of Minnesota – Duluth Financial Markets Program Oversight Committee, Member
CFA Society of Minnesota, Professional Mentor